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05 Portfel permanentny (Harry Browne) · jednorazow
FundStatHarry Browne's portfolio for every economy: four equal parts for growth (stocks), deflation (long-term bonds), inflation (gold) and recession (cash-like bonds). 25% each in iShares Core S&P 500 (CSPX), iShares $ Treasury Bond 20+yr (IDTL), iShares Physical Gold (IGLN) and iShares $ Treasury Bond 1-3yr (CBU3). Checked every November and rebalanced only when a part leaves the 15–35% band. Assumptions: a single 100,000 PLN deposit on 1 Nov 2016, no further deposits. Dividends stay in cash until the next rebalance. Commissions, currency spreads and tax on ETF sales are not included.
Portfolio value
PLN 205,897+PLN 105,897Total Gain
Investor Return
105.90%
+7.48%Annualized
Portfolio Performance
105.90%
+7.48%Annualized
Holdings
Data from day: Nov 02
| History | |||||||
|---|---|---|---|---|---|---|---|
29.77% | 3653 | +PLN 40,250.38 | +191.29% | PLN 61,291.78 | $26.50 | ||
26.81% | 3653 | +PLN 41,916.11 | +315.60% | PLN 55,197.72 | $199.22 | ||
22.05% | 3653 | +PLN 6,228.56 | +15.90% | PLN 45,403.82 | $109.08 | ||
18.70% | 3653 | -PLN 15,775.78 | -29.06% | PLN 38,512.42 | $4.33 | ||
2.67% | - | - | - | PLN 5,490.88 | - |
iShares Physical Gold ETC29.77%
3653
+PLN 40,250.38
+191.29%
PLN 61,291.78
$26.50
iShares Core S&P 500 UCITS ETF USD (Acc)26.81%
3653
+PLN 41,916.11
+315.60%
PLN 55,197.72
$199.22
iShares VII PLC - iShares $ Treasury Bd 1-3y ETF USD Acc B22.05%
3653
+PLN 6,228.56
+15.90%
PLN 45,403.82
$109.08
iShares $ Treasury Bond 20+yr UCITS ETF USD (Dist)18.70%
3653
-PLN 15,775.78
-29.06%
PLN 38,512.42
$4.33
Cash (PLN)2.67%
-
-
-
PLN 5,490.88
-
05 Portfel permanentny (Harry Browne) · jednorazow
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Portfolio over time
TWR
+9.43%
05 Portfel permanentny (Harry Browne) · jednorazow
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Benchmarking
| # | Instrument | Return | Diff |
|---|---|---|---|
| 1 | S&P 500SPY | +18.37% | +8.9 pp |
| 2 | 05 Portfel permanentny (Harry Browne) · jednorazow | +9.43% | BaseReference point |
05 Portfel permanentny (Harry Browne) · jednorazow
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Transaction History
Date
Instrument
Type
IDTL2026-06-30DIVIDEND
$236.78USD
2026-06-30
iShares $ Treasury Bond 20+yr UCITS ETF USD (Dist)DIVIDEND
-
-
$236.78
SELL
PLN 891.26236.78 @ PLN 3.76
2026-06-30
SELL
236.78
PLN 3.76
PLN 891.26
IDTL2025-12-24DIVIDEND
$231.55USD
2025-12-24
iShares $ Treasury Bond 20+yr UCITS ETF USD (Dist)DIVIDEND
-
-
$231.55
SELL
PLN 829.34231.55 @ PLN 3.58
2025-12-24
SELL
231.55
PLN 3.58
PLN 829.34
SELL
PLN 783.11212.57 @ PLN 3.68
2025-06-25
SELL
212.57
PLN 3.68
PLN 783.11
IDTL2025-06-25DIVIDEND
$212.57USD
2025-06-25
iShares $ Treasury Bond 20+yr UCITS ETF USD (Dist)DIVIDEND
-
-
$212.57
SELL
PLN 977.86239.18 @ PLN 4.09
2024-12-27
SELL
239.18
PLN 4.09
PLN 977.86
IDTL2024-12-27DIVIDEND
$239.18USD
2024-12-27
iShares $ Treasury Bond 20+yr UCITS ETF USD (Dist)DIVIDEND
-
-
$239.18
IDTL2024-11-01BUY
$4,874.321,429 @ $3.41
2024-11-01
iShares $ Treasury Bond 20+yr UCITS ETF USD (Dist)BUY
1,429
$3.41
$4,874.32
BUY
PLN 3,783.17944 @ PLN 4.01
2024-11-01
BUY
944
PLN 4.01
PLN 3,783.17
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